Advisers who sign up for the new capability will be able to schedule and hold video meetings with clients using XPLAN, screen share documents and applications, record advice discussions and return all records of meetings directly to the client’s file notes in XPLAN.
IRESS Product Executive, Wealth Management, Emily Chen said: “Clients are seeking engagement across a variety of channels from face-to-face to an online digital experience.
“The integration of SuiteBox with XPLAN adds a video-based communication to XPLAN. This will help financial advisers increase their options for effective and efficient client engagement.”
SuiteBox CEO, Ian Dunbar said: “By integrating SuiteBox into XPLAN, we are delivering the next generation of digital engagement tools for financial advisers with a leader in financial advice technology. It is exciting to work with a partner like IRESS, which shares our vision for the way advice can be delivered.
“Busy professionals such as financial advisers, do not want to be using disparate tools with multiple, stand-alone applications. SuiteBox brings together meeting, collaboration and transactional capabilities that seamlessly integrate with XPLAN, creating an exceptional proposition for advisers and their clients.”
The integration will be available to XPLAN users on version 2.21 or higher.
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IRESS today announced that ASX-listed wealth management, financial advice and insurance group, ClearView, has selected XPLAN Prime as its objectives-based, scaled-advice solution.
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